See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,891 | $71,050+8.2% | $93,606-17.9% | $80,856-4.9% |
| Participation rate | 84.6% | 60.4%+24.2pp | 68.7%+15.9pp | 67.6%+17.0pp |
| Annual return | 9.50% | 11.26%-1.8pp | 133.20%-123.7pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,135 | $1,564-27.4% | $2,420-53.1% | $2,755-58.8% |
| Participant deferral / active EE | $3,041 | $4,034-24.6% | $4,411-31.1% | $4,296-29.2% |
| Admin fee / account holder | $4,987 | $6,945-28.2% | $8,285-39.8% | $6,918-27.9% |